Technology, SaaS & Dev · community shared

Free Trial Sign-Up Form — shared by the community

Tom H. shared this 8-question build with 2 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use technology, saas & dev form for engineering, IT and product teams: 8 questions, 2 pages, 2 conditional rules.

Shared by
Tom H. · Agency owner
Questions
8
Replies
20
Copies taken
881
See the library version

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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Page 1 of 2Start your trial

Start your free trial

Every question on this page is currently visible.

Works for you? Take Tom H.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Free Trial Sign-Up Form is built for engineering, IT and product teams who need to route technical requests with the context needed to triage them.

  • Engineering, IT and product teams working in technology, saas & dev.
  • Teams who need to route technical requests with the context needed to triage them without writing code or paying for a custom build.
  • Anyone replacing vague reports that can't be reproduced or prioritised with one structured record per enquiry.
  • Respondents are users, testers and internal stakeholders — the form asks them 8 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of vague reports that can't be reproduced or prioritised and turns each submission into a record your team can act on immediately.

  • 2 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • Conditional logic hides 2 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Free Trial Sign-Up Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 2 conditional rules ship with it.

  • Features advanced show logic: if “Would you like a guided onboarding call?” is Yes, book me a call, the form dynamically exposes “Best time for a call”. Otherwise that question never appears.
  • Features advanced show logic: if “Company size” is 200+, the form dynamically exposes “Would you like a guided onboarding call?”. Otherwise that question never appears.
  • All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — Start your trial

  • Full namerequired
  • Work emailrequired
  • Company name
  • Company size
  • What will you use this for?
  • How did you hear about us?

Page 2 — Onboarding

  • Would you like a guided onboarding call?
  • Best time for a call

Conditional logic in this build

  • WhenWould you like a guided onboarding call?is Yes, book me a call, showBest time for a call”.
  • WhenCompany sizeis 200+, showWould you like a guided onboarding call?”.

Questions about this shared form

How is this different from the Simple Signup Form?

Simple Signup Form is a bare-bones account creation form for any product. This one adds the qualification fields — company size, use case, onboarding preference — that a SaaS team specifically needs to route trial follow-up.

Should the onboarding call be required?

No — keep it optional. Requiring a call before granting access adds friction that measurably reduces trial starts, and many users convert perfectly well through self-serve onboarding.

What happens when someone wants to cancel later?

Point them to Subscription Cancellation Form — keeping cancellation and sign-up as separate forms makes both easier to analyse and improve independently.

Can trial users request features through this form?

Not directly — once someone is active in the trial, route feature requests to Feature Request Submission instead, so product feedback and initial sign-up data don't get mixed together.

Is the Free Trial Sign-Up Form template free to use?

Yes. You can preview and test Free Trial Sign-Up Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Free Trial Sign-Up Form template ask for?

It asks 8 questions across 2 pages, 2 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Free Trial Sign-Up Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this technology, saas & dev form work?

2 conditional rules ship with the template: Features advanced show logic: if “Would you like a guided onboarding call?” is Yes, book me a call, the form dynamically exposes “Best time for a call”. Otherwise that question never appears. Features advanced show logic: if “Company size” is 200+, the form dynamically exposes “Would you like a guided onboarding call?”. Otherwise that question never appears. All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other. All rules are editable in the Logic tab.

Where do responses to the Free Trial Sign-Up Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Free Trial Sign-Up Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.